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Shareholders Service Group

Shareholders Service Group (SSG) provides brokerage and custodial services exclusively for independent registered investment advisors (RIAs). SSG provides a full range of brokerage and back office service and support with a robust technology platform, access to a full suite of investment vehicles, and a highly experienced service team that only serves independent RIAs. The company began serving independent RIAs in 2002, and currently serves approximately 900 advisory firms throughout the country. The management team began serving independent RIAs in the late 1980s, first at discount broker Jack White & Company, then at TD Waterhouse in 1998, upon its acquisition of Jack White.

For more information, visit www.ssginstitutional.com.